Investment adviser · CRD 317372
PROATHLETE WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $402M Form ADV · Item 5.F
- Client accounts
- 205 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 185 | $394,508,000 | 98.1% |
| Individuals | 18 | $7,385,000 | 1.8% |
| Corporations & businesses | 2 | $287,000 | 0.1% |
Filing source
Form ADV 2107812 · May 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
4401 N. FEDERAL HIGHWAY, SUITE 201BOCA RATON, FL, 33431, United States
CRD 317372
Filing source
Form ADV 2107812 · May 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.